How to Link data items to an Instance

Once you create a Collection, you create instances to fill out the collection.

Each instance is then linked to the relevant data items. You can then link those instances to Data Items in two main ways:

• Manual

• Automatic via Business Rules

Option 1) Manually linking a data item

Open

1. Hover over the collection section and click on the grey bar that appears.

2. Select the collection instance you would like to link to the data ite.

If you cannot find the data item, ask your Data Governance Manager or Data Manager to ensure the collection settings and instance has been created correctly to allow your data item type to be linked.

Option 2) Automatically link data items using rules

Linking rules are a great way to automatically link data items to a collection using business rule written in a regex format (aka Regex Rule). They can create consistency and help save manual time and effort. Data items that no longer meet the Regex Rule will automatically be de-linked from the collection.

• Select Platform Settings in the side bar

• In the pop-out side panel click under Collections, click on Instance linking

• Click on New Linking Rule

• Open

  

  Complete the form and click Add